On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI ...
TSM's 90% grip on advanced nodes and 100% utilization proves AI chip scarcity is structural—no viable challengers exist.
Taiwanese technology companies will invest billions into the US in exchange for a lower 15 percent tariff rate.
This development follows media reports suggesting that several high-profile customers, including Nvidia and Broadcom, have ...
The agreement seeks to bring a sizable portion of Taiwan's electronics supply chain to the US. In return, chips from Taiwan ...